Sentences with phrase «other duties to their clients»

Under the hypothetical as we have framed it, the California attorneys may satisfy their obligations to their client in the manner in which they used [the Indian firm], but only if they have sufficient knowledge to supervise the outsourced work properly and they make sure the outsourcing does not compromise their other duties to their clients.

New South Wales, in permitting non-lawyer shareholding in law firms, has required that confidentiality and other duties to clients must always supersede disclosure duties to shareholders.

Under the hypothetical as we have framed it, the California attorneys may satisfy their obligations to their client in the manner in which they used Legalworks, but only if they have sufficient knowledge to supervise the outsourced work properly and they make sure the outsourcing does not compromise their other duties to their clients.

If real estate pros in general could see green expertise as equal to other duties to clients, it would be harder for outsiders to disintermediate them from the transaction.

Not exact matches

Bogle told those assembled that he has been an advocate for «a federal standard of fiduciary duty, the duty of everyone who touches «other people's money» (OPM) to place the interests of [their] clients above [their] own interests» and that he supports the proposed Department of Labor broker fiduciary duty standard.

Specifically, the exemption requires that the advisor, the institution issuing the product and client enter into a contract that clearly commits the advisor to acting in the client's best interests, using the care, skill and prudence that would be exercised by prudent person under the circumstances (the definition that generally governs a fiduciary's duties in other contexts).

Mike Hall is a Durham native, and is currently the designated courier at the DFC, providing transportation for clients to and from their appointments as well as performing other administrative duties at the center.

In my research (which consists of Socratic - style questioning of hundreds of friends, acquaintances, coworkers, clients, and strangers) I've seen how the whole relationship lockdown breeds an almost viral tendency to take the other person for granted, to have huge expectations, and to deliver this all from a sense of duty and obligation — without a thank you!

-- Personally analyzed over 13,000 consumer credit reports for clients — Register and Bonded to perform these duties — Educational Instructor For Kaplan University — Texas Real - Estate Commission MCE Educational provider — Ebby Halliday Instructor — Fair Credit Reporting Act Certified by the Consumer Data Industry Association — Numerous Guest appearances on local Dallas / Ft Worth TV News Programs — Credit Article Source for: AOL Finance, Credit Cards.com, Bankrate.com, Dun & Bradstreet among many others.

Duties include but are not limited to: assisting our customers with scheduling patient appointments, checking clients in upon arrival, cashier duties, taking messages, notifying staff of emergencies, referring calls to other HSMO departments as necessary, maintaining accurate records in AMCMA databases, maintaining client and patient confidentiality of information, answering questions relating to veterinary procedures, and general animal healthDuties include but are not limited to: assisting our customers with scheduling patient appointments, checking clients in upon arrival, cashier duties, taking messages, notifying staff of emergencies, referring calls to other HSMO departments as necessary, maintaining accurate records in AMCMA databases, maintaining client and patient confidentiality of information, answering questions relating to veterinary procedures, and general animal healthduties, taking messages, notifying staff of emergencies, referring calls to other HSMO departments as necessary, maintaining accurate records in AMCMA databases, maintaining client and patient confidentiality of information, answering questions relating to veterinary procedures, and general animal health care.

Lisa is responsible for managing the clinic's front office which includes greeting and checking in / out clients, in addition to managing appointments and various other duties.

Fulfill client service and administrative duties including, but not limited to: answering the phone and basic questions from the public, appropriately directing calls to other team members when relevant, checking voice mail messages, ensuring call - backs and information is delivered to appropriate staff, and responding to general email inquiries as necessary

Administrative tasks may include: contacting MSN clients to schedule clinic appointments, making upcoming clinic reminder phone calls, answering general program FAQ, providing excellent customer service, other clerical / administrative duties as assigned.

Qualifications desired include: outstanding client service skills; excellent telephone etiquette; computer / internet literacy; strong organizational skills; attention to detail; office duties such as filing, medical record management, and handling financial transactions; and other skills as assigned.

Job duties include, but are not limited to: animal restraint; client education; venipuncture; radiology; pharmacy duties and performing in - house diagnostics, among other responsibilities.

As Justice Newbury points out, lawyer and client are not typical contracting parties and are not equal; among other things, the lawyer owes a fiduciary duty to the client, owes professional duties to the court, takes on most or all of the financial risk, and possesses expertise that the client lacks (para. 92).

They also have a positive duty to ensure their client complies with the law, which is not expected of other lawyers.

In other words, in its infancy, the bad practice of lawyers was a concept involving such matters as procedure, decorum, respect, and deference — not breach duties owed to the client.

As to law firms becoming investment properties, and other such «alternative business structures,» that brings the conflict of interest between the profit duty and the fiduciary duty — between serving yourself and serving your client.

Insurance Broking, including brokers» duties to clients on preparation of proposals, notification of insured events and other communications with underwriters; Underwriting decisions; Reports for insured parties and underwriters in cases where underwriters are seeking to avoid a policy; Disputes between insurers and reinsurers; and Personal insurance cover, including life and health insurance, residential property, PPI and motor claims.

The opinion goes so far as to note that a lawyer who becomes aware that the client is receiving personal email on a workplace computer or other device owned or controlled by the employer has a duty to warn that this practice should be discontinued.

Although Chicago business lawyers have a duty of due diligence to their clients, encumbering caseloads and other important obligations may cause the most diligent of counselors to let the enforcement period of judgments slip without petitioning the court for their revival.

Our lawyers represent clients in connection with evaluating and responding to shareholder demands and we are frequently retained to conduct internal investigations relating to allegations of breach of fiduciary duties, insider trading or other misconduct.

The Third Circuit in In re Bevill Bresler & Schulman Asset Management Corp., developed a five - part test (the Bevill test) to examine the merits of such an assertion by an individual employee against company counsel.50 Under this test, employees must show that (1) they approached corporate counsel for the purpose of seeking legal advice; (2) they made it clear that they were seeking advice in their individual capacity; (3) counsel sought to communicate with the employee in this individual capacity, mindful of the conflicts with its representation of the company; (4) the communications were confidential; and (5) the communications did not concern the employee's official duties or the general affairs of the company.51 The Bevill test has been recognised by other jurisdictions as a means of assessing whether a company employee may assert attorney — client privilege in an individual capacity arising out of communications with corporate counsel.52 (See also Chapter 13 on employee rights.)

As NSU explains, «This course provides hands - on experience for students on a number of key operational aspects of the practice of law, including the business foundation of successful law firm management; security and confidentiality of client information; marketing, public relations, advertising and social media; duties of technological competence under ABA «Ethics 20/20» amendments to the Model Rules of Professional Responsibility; predictive coding and other eDiscovery issues; client intake and case management; and issues related to the scope and composition of representation, including the unauthorized practice of law and unbundled legal services.»

Section 526 (a)(4), as written, prevents attorneys from fulfilling their duty to clients to give them appropriate and beneficial advice not otherwise prohibited by the Bankruptcy Code or other applicable law.

On the other there is a duty to the court to disclose any relevant information that the prosecution could not reasonably be aware of, and the client is using (and incidentally jeopardising) your professional reputation to bolster his falsehoods, which is no part of your job.

If a society wants to lawyers, other than prosecutors, to put any interest of others ahead of their duties to the client, then society will have to change the definition of a lawyer's duty.

On the civil side, lawyers for both plaintiff and defendant breach their duties to their client if they put the interest of justice, or some other person, ahead of their client interest without instructions from the client to do so.

Fieger owed his clients a duty to act in their best interests and like any other licensed professional would under those circumstances.

His panel, «Ethics Hour,» will discuss ethical questions and dilemmas that arise in the context of corporate restructuring litigation, the duty to be candid with a court, duties to the client, and potential exploitation of ethical rules governing lawyers by other parties - in - interest.

While they are not able to give legal advice or perform the duties of a lawyer, they can conduct legal research, review and organize client files, help with closings at trials, prepare documents, and so many other important practices that reduce operational costs.

While the solicitor for one side does not owe a duty of care to the other party, [195] where there is an obvious mistake the solicitor should promptly notify the other party and then, where the client wishes to use the document, make an application under rule 31.20 of the CPR to allow such use.

The other message that burns brightly throughout HHJ Hodge QC's judgment is that establishing breach of duty is only one hurdle professional negligence litigators have to overcome: failure to prove causation means nominal damages; nominal damages means adverse costs; adverse costs means more pain for the client; and there is no need for a crystal ball to anticipate that inevitable conclusion.

They share space and administrative costs and duties, but they often don't have relationships with each other that are deep enough that they trust each other, respect each other or, in fact, even know each other's practices well enough to comfortably introduce or refer clients to one another.

They should note that information provided in confidence will not be provided to other clients without specific authorisation, but that counsel has a duty to represent all clients and may be forced to withdraw from one or more representations if restricted from using information necessary to fulfil that duty with respect to information provided in confidence.

Lawyers do have ethical duties not to misrepresent or mislead the court, their client or others, but being an advocate requires eschewing one's own opinions or beliefs to advance a client's cause — i.e., a certain type of honesty.

Still, as I see it, the potential for conflict between the duty owed to clients and the duties to shareholders is massive and I not resolvable unless one or the other is deemed by statute the overriding duty.

Duties include but are not limited to: • Execute strategy for the firm's integrated marketing, business development, communications, and recommend improvements to the strategy • Plan, develop, and execute projects and programs that support a practice group's strategic plan and track success • Support client engagement initiatives, including training for enhanced client service strategies, contact origination and relationship development, and education / thought leadership initiatives • Provide direction and manage production of proposals, PowerPoint presentations, and RFP responses for the practice groups • Provide direction and manage execution of practice group sponsorships, client presentations and seminars, and other events related to the promotion of the practice groups • Drive awareness / recognition, enhance quality and brand perception of the firm • Manage submissions for major awards, comprehensive survey response campaigns (e.g. Chambers), and related initiatives to further the awareness and positioning of the firm's practices and lawyers • Develop a deep understanding of the practice groups» strengths and market differentiators, including their client base and key market trends • Ensure consistent implementation of key initiatives and recommend strategies to cross-sell to adjacency practice areas • Recommend and help develop tactical marketing and business development plans • Collaborate with other members of the marketing team to ensure consistent messaging of practice group strengths in written materials, including website content

We understand that while our collaborative attorneys share a commitment to the process described in this document, each of them has a professional duty to represent his or her own client diligently, and is not the attorney for the other party.

Insurance companies and others have a duty to fulfill their obligations after a disability, and Ortiz Law Firm is not afraid to take them on to help their clients obtain the they rightfully deserve.

After engaging in a very exhaustive review and analysis of the law in Pennsylvania, as well as other jurisdictions, the Pennsylvania Supreme Court held that as a general practitioner, Kim's client was under no specific or «heightened» duty in tort to refrain from sexual relations with his patient under the circumstances where he provided «incidental mental health treatment.»

Insurance companies and others have a duty to fulfill their obligations after an injury, and the Ortiz Law Firm is not afraid to take them on to help their clients obtain the maximum compensation possible.

These claims address areas such as prospectus and other disclosure obligations, restatements, mutual fund trading and marketing, broker - dealer duties to clients and counter-parties, fiduciary duties and insider trading.

A lawyer has a duty to carry on the practice of law and discharge all responsibilities to clients, tribunals, the public and other members of the profession honourably and with integrity.

It also imposes a general duty on lawyers and law firms to exercise due diligence in the supervision of non-lawyer staff to ensure that they comply with the rule and with the duty not to disclose confidences of clients of the lawyer's firm and confidences of clients of other law firms in which the person has worked.

Day to day duties and responsibilities will include but are not limited to the following; preparing bundles, conducting legal research, drafting legal documents and liaising with clients and opposition counsel amongst various other duties.

â $ cents Minimum 5 years of Litigation experience â $ cents Confident and dependable, with strong initiative and ability to work both independently and in a team oriented atmosphere â $ cents Organize and maintain client files â $ cents Experience liasing with clients, insurance adjusters and defence counsel â $ cents Prepare and edit correspondence and legal documents â $ cents Assist with authorizations, undertakings, discoveries and productions â $ cents Drafting pleadings, routine motions, affidavits of documents, pre - trial / mediation memos, etc. â $ cents Reviewing and summarizing medical documentation â $ cents Trial preparation â $ cents Responsible for tracking limitation periods â $ cents Prior experience working with Ontario & Superior Court of Justice â $ cents Draft and respond to correspondence â $ cents Initiate follow - up as required and communicate with clients â $ cents Calendar management, scheduling meetings and arrange examinations for discovery and mediations â $ cents Coordinate and monitor administrative functions to ensure completion of work accurately and in a timely manner â $ cents Act as liaison between clients and lawyers â $ cents Other duties as required

As with many other matters, this will not work as a competing duty, but will serve as a check on lawyers» important duty to represent their own clients» interests in a forthright and loyal way.»

Also, I would note: if these duties (of loyalty / fiduciary to clients and to other persons or the public at large) come into conflict, a lawyer's rules of professional conduct will require following the relevant rules regarding conflicts of interest.